Grove Wealth Management, LLC

Grove Wealth Management provides discretionary portfolio management and financial planning and consulting to individual and business clients, and offers tailored advisory services that include core equity and fixed‑income management as well as alternative portfolios. The firm’s brochure highlights its use of international investments and discusses foreign exchange risk, and the firm reports a meaningful non‑U.S. client presence alongside its domestic clientele.

The firm’s investment process combines fundamental and technical analysis to set asset allocation and to manage risk, with ongoing monitoring and periodic rebalancing of accounts. Grove Wealth uses a broad toolkit—including equities, corporate bonds, ETFs, covered and naked options, futures and other derivatives—and may employ margin and short‑selling strategies as part of separately managed accounts.

What is distinctive for this independent advisor is its use of performance‑based fee arrangements for qualified clients, its explicit volatility‑based strategies tied to the VIX and options/futures markets, and the firm’s willingness to use borrowing and derivatives within client accounts—features the brochure notes can increase risk and create different incentive dynamics than typical AUM‑only firms. The firm also accepts corporate/business clients and discloses practices such as compensating solicitors for referrals and custody/billing arrangements with an institutional custodian.